Money Management

Dedicate 7 Hours For Healthier Finances – Hour 4

The goal: Dedicate 1 hour a day, for 7 days, and improve the health of our finances. Hour 4 (00:00 – 60:00) Discuss short-term and long-term financial goals with my spouse – Where would we like to be, financially, by the end of the year? Where would we like to be, financially, in five years? When would we like to…

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Money Management

Dedicate 7 Hours For Healthier Finances – Hour 3

The goal: Dedicate 1 hour a day, for 7 days, and improve the health of our finances. Hour 3 (00:00 – 50:00) Simplify our finances – Schedule recurring online payments. Establish direct deposits. Organize, file, and purge old bills, checks, and other related documents. Hour 3 (50:00 – 60:00) Reevaluate current filing system – Can I make documents easier to…

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Money Management

Dedicate 7 Hours For Healthier Finances – Hour 2

The goal: Dedicate 1 hour a day, for 7 days, and improve the health of our finances. Hour 2 (00:00 – 50:00) Gather, organize, make copies of, and decide how to preserve, store, and protect important documents – Important Documents Birth Certificates Social Security Cards Passports Marriage License Driver’s License End of Life Documents List of Financial Accounts Car Titles…

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